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Apart from navigation the Principal Toolbox supports two search functions: Quick Search and Advanced Search.

 

Quick Search

Quick Search is always available in the top bar. See Navigation, Navigate with Quick Search.

 

Advanced Search

Advanced search is available on many locations in the Principal Toolbox such as organisational units, portfolios, programmes, folders and projects. Advanced Search shows as the IMPORT~1_img5 icon on the right side of the dark blue header in the top of your screen. With Advanced Search you can search on more object types (e.g. issues, risks and plan-items), you can use a filter on the creation date, and you can also search for documents.

 

Step 1. Click on the IMPORT~1_img5 icon on the right side of the dark blue header in the top of your screen, a dialogue box appears.

Step 2. Enter the name of the item you are looking for, optionally select an object type, optionally add a filter on the creation date, and click Search.

Step 3. The search results are shown at the bottom of the screen.

 

IMPORT~1_img6

Dialogue box Advanced Search